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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,252 | $86,940+36.0% | $102,434+15.4% | $80,935+46.1% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.8pp | 67.7%+14.7pp |
| Annual return | 16.51% | 18.89%-2.4pp | 29.46%-12.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $454 | $2,370-80.8% | $3,023-85.0% | $2,757-83.5% |
| Participant deferral / active EE | $5,359 | $4,121+30.0% | $5,055+6.0% | $4,299+24.6% |
| Admin fee / account holder | $1,859 | $8,047-76.9% | $9,462-80.4% | $6,924-73.1% |